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Equibles

Creative Planning

Position in CION — CION Investment Corp

CIK 1540235 OVERLAND PARK, KS
Back to CION Full portfolio

Position in CION

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$191,130
-$15,691 QoQ
Shares Held
30,679
+1.5% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 138 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CION Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. CION ranks #145 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 436,815 $51,400,020
2 TROW
Price T Rowe Group Inc
 420,488 $47,805,280
3 BN
BROOKFIELD Corp /ON/
 885,994 $37,734,483
4 CGBD
Carlyle Secured Lending, Inc.
 3,086,927 $32,505,340
5 BLK
BlackRock, Inc.
 33,365 $32,082,448
6 BXSL
Blackstone Secured Lending Fund
 1,288,752 $30,556,309
7
452,530 $23,508,932
8 STT
State Street Corp
 137,249 $23,277,430

All Filings in CION

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $191,130 30,679
2026-03-31 $206,821 30,237
2025-12-31 $202,296 20,920
2025-09-30 $195,828 20,657
2025-06-30 $228,770 23,905
2025-03-31 $443,135 42,815
2024-12-31 $196,912 17,273
2024-09-30 $164,636 13,835
2024-06-30 $179,630 14,821
2024-03-31 $208,626 18,966
2023-12-31 $214,505 18,966
2023-09-30 $177,882 16,829
2023-06-30 $195,922 18,875
2023-03-31 $187,875 19,035
2022-12-31 $194,697 19,969
2022-09-30 $230,664 27,137
2022-06-30 $165,012 18,967
2021-12-31 $148,017 11,325